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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,860 | $72,492-18.8% | $87,104-32.4% | $72,975-19.3% |
| Participation rate | 85.5% | 72.8%+12.6pp | 76.9%+8.6pp | 69.5%+16.0pp |
| Annual return | 29.55% | 24.46%+5.1pp | 28.19%+1.4pp | 81.01%-51.5pp |
| Employer contribution / active EE | $2,905 | $1,894+53.4% | $2,521+15.2% | $2,440+19.1% |
| Participant deferral / active EE | $6,557 | $3,270+100.6% | $4,048+62.0% | $3,608+81.8% |
| Admin fee / account holder | $6,127 | $5,055+21.2% | $7,491-18.2% | $5,124+19.6% |